Purchases and Sales Made in Q2 2025 in First Tr ETF Fd Iv First Tr Lo (LMBS)
This table provides information about the institutional ownership of First Tr ETF Fd Iv First Tr Lo (LMBS) during Q2 2025. The information is specifically focused on institutions that hold shares of FIRST TR ETF FD IV FIRST TR LO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-703- 0.3% |
$34.1K - $34.7K
|
235K
$11.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Fairway Financial, LLC
Casselberry, FL |
SELL
|
- |
-717- 0.54% |
$34.8K - $35.4K
|
132K
$6.61M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-722- 6.02% |
$35K - $35.6K
|
11.3K
$562K
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-745- 10.45% |
$36.1K - $36.8K
|
6.39K
$319K
|
|
|
Jul 08, 2025
Q2 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-787- 1.09% |
$38.2K - $38.8K
|
71.1K
$3.55M
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-839- 15.47% |
$40.7K - $41.4K
|
4.59K
$229K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-902- 7.84% |
$43.7K - $44.5K
|
10.6K
$529K
|
|
|
Jul 30, 2025
Q2 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-907- 2.94% |
$44K - $44.8K
|
29.9K
$1.49M
|
|
|
Aug 01, 2025
Q2 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
SELL
|
- |
-925- 4.82% |
$44.9K - $45.6K
|
18.3K
$912K
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-925- 29.86% |
$44.9K - $45.6K
|
2.17K
$108K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-928- 18.8% |
$45K - $45.8K
|
4.01K
$200K
|
|
|
Jul 07, 2025
Q2 2025
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-1.14K- 7.01% |
$55.3K - $56.3K
|
15.1K
$755K
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.16K- 2.44% |
$56.5K - $57.4K
|
46.5K
$2.32M
|
|
|
Aug 04, 2025
Q2 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-1.18K- 1.44% |
$57.1K - $58.1K
|
80.5K
$4.02M
|
|
|
Jul 23, 2025
Q2 2025
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-1.23K- 4.55% |
$59.7K - $60.7K
|
25.8K
$1.29M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.29K- 0.48% |
$62.6K - $63.7K
|
266K
$13.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-1.3K- 3.07% |
$62.9K - $64K
|
41K
$2.05M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-1.3K- 99.39% |
$63K - $64.1K
|
8
$399
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.45K- 30.35% |
$70.4K - $71.6K
|
3.33K
$166K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.51K- 12.11% |
$73.4K - $74.7K
|
11K
$548K
|
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-1.63K- 0.52% |
$79.2K - $80.6K
|
311K
$15.5M
|
|
|
Aug 08, 2025
Q2 2025
|
1776 Wealth LLC
|
SELL
|
- |
-1.85K- 15.94% |
$89.7K - $91.3K
|
9.76K
$487K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.98K- 5.02% |
$96.2K - $97.9K
|
37.6K
$1.88M
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
SELL
|
- |
-2.05K- 13.09% |
$99.5K - $101K
|
13.6K
$680K
|
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-2.13K- 9.88% |
$103K - $105K
|
19.5K
$971K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.14K- 4.45% |
$104K - $106K
|
46K
$2.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.18K- 26.64% |
$106K - $108K
|
6.01K
$300K
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-2.47K- 0.72% |
$120K - $122K
|
341K
$17M
|
|
|
Aug 13, 2025
Q2 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-2.48K- 3.11% |
$120K - $122K
|
77.1K
$3.85M
|
|
|
Aug 01, 2025
Q2 2025
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-2.52K- 37.48% |
$122K - $124K
|
4.2K
$209K
|
|
|
Jul 30, 2025
Q2 2025
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-2.79K- 0.9% |
$135K - $138K
|
306K
$15.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Edge Rock Capital LLC
|
SELL
|
- |
-2.83K- 2.02% |
$137K - $140K
|
137K
$6.86M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-2.86K- 27.89% |
$139K - $141K
|
7.4K
$369K
|
|
|
Jul 21, 2025
Q2 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-2.95K- 6.5% |
$143K - $145K
|
42.3K
$2.11M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-3.04K- 1.57% |
$147K - $150K
|
190K
$9.49M
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-3.06K- 7.42% |
$149K - $151K
|
38.2K
$1.91M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-3.14K- 6.68% |
$152K - $155K
|
43.8K
$2.19M
|
|
|
Jul 22, 2025
Q2 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-3.14K- 12.84% |
$152K - $155K
|
21.3K
$1.06M
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-3.25K- 2.08% |
$158K - $160K
|
153K
$7.65M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.27K- 14.49% |
$159K - $161K
|
19.3K
$963K
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-3.5K- 16.53% |
$170K - $173K
|
17.7K
$881K
|
|
|
Aug 14, 2025
Q2 2025
|
Herold Advisors, Inc.
|
SELL
|
- |
-3.66K- 38.66% |
$178K - $181K
|
5.81K
$290K
|
|
|
Jul 08, 2025
Q2 2025
|
Tl Private Wealth
|
SELL
|
- |
-4K- 1.32% |
$194K - $197K
|
298K
$14.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-4.13K- 13.34% |
$200K - $204K
|
26.8K
$1.34M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4.24K- 23.99% |
$205K - $209K
|
13.4K
$670K
|
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-4.62K- 3.41% |
$224K - $228K
|
131K
$6.52M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-4.93K- 1.95% |
$239K - $243K
|
248K
$12.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-5.08K- 21.56% |
$246K - $251K
|
18.5K
$922K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-5.1K- 13.39% |
$247K - $252K
|
33K
$1.65M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-5.24K- 28.01% |
$254K - $258K
|
13.5K
$672K
|